PBS showcases Rebalance on the award-winning finance show Wealthtrack. Host Consuelo Mack sits down with Mitch Tuchman and Professor Burton Malkiel, a key member of the firm’s Investment Committee, to discuss retirement investing best practices.
Leaving your financial adviser — and finding a replacement — is a daunting challenge. Our very own Sally Brandon’s latest post in Money Magazine explains why firing your adviser, while uncomfortable, could be a necessary step toward a stronger, more secure retirement.
Vice President of Client Services Sally Brandon shares her advice for how to take control of your financial future after a divorce, ensuring you’re set up for a secure, rewarding retirement.
Sally Brandon, Senior Vice President of Client Service & Advice at Rebalance, discusses why it’s so important to have a financial advisor you can count on.
Financial luminary Charley Ellis on why he decided to join the prestigious Investment Committee at Rebalance.
Financial expert and Rebalance Investment Committee member, Burt Malkiel, talks about the many factors that drove him to joining our firm. Burt Malkiel: I joined Rebalance because what it does is everything that I believe in. It believes in broad diversification, which is something I have believed in all of my life. It believes in low expenses. If… Read more »
By Robert Siegel Rebalance Investment Committee member Professor Burton Malkiel talks with NPR’s Robert Siegel about his best-selling book, A Random Walk Down Wall Street, and stands by his central message: investors who buy index funds do better than all the stock pickers and Wall Street pundits. In 1973, Burton Malkiel published a very readable guide to… Read more »
Jay Vivian, former managing director of the IBM Retirement Funds, on who should choose Rebalance to manage their retirement investments.
High-income earners have a new incentive to make after-tax contributions to a 401(k) plan: They can later shift the money into a Roth individual retirement account, tax-free.
By Jason Zweig Active fund management is outmoded, and a lot of stock pickers are going to have to find something else to do for a living. The debate about whether you should hire an “active” fund manager who tries to beat the market by buying the best stocks and avoiding the worst—or a “passive” index fund… Read more »
